Management Quality Assurance
Resume:
Jonathan Kotecki, MBA, CFP
**** ***** ***** **. ? San Antonio ? TX ? 78256
********@*******.***
CAREER OBJECTIVE
Pursuing a position that will utilize my expertise in financial
planning and investment management. Searching to unite with a
wealth management firm catering to high net worth individuals
utilizing a complex suite of financial products and services.
EDUCATION
HEC School of Management
Paris, France
. MBA- Strategic Growth Management /Consulting
2002-2003
. Class Student Representative and member of HEC Consulting club
and HEC Website Task Force
. Co-organizer of Entertainment activities for 2003 MBA Sports
Tournament (budget 40,000 E)
Wheaton College
Wheaton, IL
. BS Mathematics and BS Computer Science
1994-1998
. 4 year member of varsity football team
LICENSES
CFP (CERTIFIED FINANCIAL PLANNER), Series 7, Series 66, LHVA
(insurance), CRPC
PROFESSIONAL EXPERIENCE
USAA San
Antonio, TX
Financial Solutions Advisor
2007-present
. Ranked 8/125 advisors in total production for 2008
. Ranked 16/130 advisors in total production for 2009
. Ranked 35/145 advisors in total production for 2010
. Assessed financial situation, needs and goals to provide
financial advice, make suitable recommendations, and implement
appropriate strategies.
EchoTrade Boca
Raton, FL
Day Trader
2006-2007
. Trade equities and options based on market conditions, sector
analysis and current news.
. Analyze economic trends to determine optimal asset allocation.
ING Financial Partners Boca
Raton, FL
Financial Advisor/Coach
2006-2007
Ameriprise Financial Boca
Raton, FL
Financial Advisor/Coach
2005-2006
Financial Planning
. Acquired clients and assisted with investment strategies,
retirement income planning, education funding, risk management
needs, estate planning, cash flow, budgeting, and small business
consulting.
. Adept in creating, developing and executing customized short and
long term strategies for clients.
. Ranked top 10% of first year advisors in the office, with 40
clients acquired in less than one year with $1M+ under
management.
. Mentored and developed new advisors become proficient in client
meetings, case analysis and developing and writing comprehensive
financial plans.
. Maintained a high level of client satisfaction with 100%
retention after initial year.
Proudfoot Consulting Palm
Beach Gardens, FL
Consultant
2001-2002
Intranet Development/Project Planning
. Design and develop knowledge and document management systems.
. Optimized website as part of a team by analyzing usage
statistics and executing strategy - usage increased over 60%.
Skills developed: Market analysis, Internet marketing, knowledge
management, marketing interviews
Stadtech, Inc. Rolling
Meadows, IL
Technical Consultant
2000-2001
. Collaborated on a range of projects for Hyatt Corporation,
Walgreen's, Inc. Chicago Board of Trade, Rockwell Holdings,
North Central Regional Education Library, as well as various
internal projects
. Projects involved application and Internet programming, database
management and network administration.
. Gained a thorough knowledge of an array of technological issues,
programming techniques and practical leadership experience.
Skills developed: systems integration, business systems analysis,
change management, CRM, workflow analysis, systems design, network
administration, client relations, internet programming (ASP, C++,
SQL Server, Access, JavaScript, XML - IBM certification (1999),
Java, RDBMS)
IBM Global Services
Naperville, IL
IT Specialist
1998-1999
Quality Assurance - Lucent Technologies
. Led a team of twelve members based around the world as the
project leader of new Ticket Tracking software
. System tester of ERP software used in Lucent's factories -
specialized in Sales Orders section
Skills developed: International project management, full SDLC,
directing meetings, integration testing, QA system testing and
writing test plans, SEI process, Supply Chain, technical
writing, UNIX
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